# Benevest & Associates, Inc.

> Benevest & Associates, Inc. is a state-registered investment advisory firm in Brookfield, WI, registered since 2019, with no regulatory assets under management reported in its Form ADV filing dated February 26, 2026.

- CRD: 299170
- Filed as: BENEVEST & ASSOCIATES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brookfield, WI
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299170
- AdvisorCensus page: https://advisorcensus.com/firm/benevest-and-associates-inc-brookfield-wi-299170

## Quick answers

**How is Benevest & Associates, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Benevest & Associates, Inc. reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Benevest & Associates, Inc. located?**
Benevest & Associates, Inc.'s principal office is in Brookfield, WI, according to its Form ADV.

**Is Benevest & Associates, Inc. registered with the SEC or a state?**
Benevest & Associates, Inc. is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 299170.

**Does Benevest & Associates, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/299170

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| Investment companies | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Benevest & Associates, Inc. (CRD 299170): Form ADV filing data as of October 2026.